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BusyBee3333

Keap MCP Server

by BusyBee3333

keap_create_opportunity

Create a new sales opportunity in Keap by specifying title, contact, and pipeline stage. Add optional details like close date, revenue estimates, and notes to track deals.

Instructions

Create a new sales opportunity/deal in Keap

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
user_idNoUser ID (owner of opportunity)
stage_idYesPipeline stage ID
contact_idYesContact ID associated with this opportunity
custom_fieldsNoCustom fields
next_action_dateNoNext action date (ISO format)
next_action_notesNoNext action notes
opportunity_notesNoNotes about this opportunity
opportunity_titleYesDeal/opportunity title
estimated_close_dateNoEstimated close date (ISO format)
projected_revenue_lowNoLow revenue estimate
projected_revenue_highNoHigh revenue estimate
Behavior2/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations exist, and the description does not disclose behavioral traits such as side effects, required permissions, or responses. The minimal description fails to inform the agent beyond the basic function.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single, concise sentence that effectively communicates the tool's purpose. It is front-loaded and contains no unnecessary verbiage.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With 11 parameters, no output schema, and no annotations, the description is insufficient. It lacks details on constraints, defaults, or validation rules, making it incomplete for complex usage.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the schema itself provides full parameter details. The description adds no additional meaning beyond what is already in the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the action ('Create') and the resource ('new sales opportunity/deal in Keap'). It is specific and distinct from sibling tools like keap_create_contact or keap_create_order.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No guidance on when to use this tool vs alternatives provided. Among siblings, there are update and delete opportunity tools, but no exclusions or context are given.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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